RBC Global Opportunities Fund - RBC
Shareclass
RBC Global Opportunities Fund Class I (RGOIX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund RBC Global Opportunities Fund - RBC
FUND COVERAGE
# of holdings39
% of assets92%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. AstraZeneca PLC2.74%$13.4M
- 2. Standard Chartered PLC1.57%$7.67M
- 3. National Grid PLC0.55%$2.71M
- 4. BAE Systems PLC1.43%$6.98M
- 5. Intesa Sanpaolo SpA2.77%$13.56M
- 6. JPMorgan Chase & Co3.81%$18.66M
- 7. InterContinental Hotels Group PLC3.31%$16.2M
- 8. Microsoft Corp2.41%$11.8M
- 9. Blackrock Inc1.9%$9.29M
- 10. LVMH Moet Hennessy Louis Vuitton SE1.2%$5.89M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Houlihan Lokey Inc1.12%$5.47M
- 2. Blackstone Inc1.72%$8.43M
- 3. AppLovin Corp1.27%$6.2M
- 4. Mitsubishi Electric Corp2.96%$14.48M
- 5. Broadcom Inc3.23%$15.82M
- 6. Guidewire Software Inc0.99%$4.86M
- 7. Cheniere Energy Inc2.53%$12.38M
- 8. Packaging Corp of America1.26%$6.17M
- 9. AutoZone Inc2.47%$12.11M
- 10. Intercontinental Exchange Inc2.6%$12.7M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund RBC Global Opportunities Fund - RBC
Totals
Holdings
Assets
Weight
Prisons
4.0
$58.06M
12%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
4.0
$58.06M
12%
Borders high risk
0.0
$0
0%
Total
4.0
$58.06M
12%
Holdings — 4 flagged holdings
1.
Alphabet Inc
:$28.33M
5.79%
2.
Thermo Fisher Scientific Inc
:$12.03M
2.46%
3.
Microsoft Corp
:$11.8M
2.41%
4.
Alphabet Inc
:$5.9M
1.21%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
RBC Global Opportunities Fund - RBC RGOIX
Environment
Social
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